Montage Laguna Beach Resort
Montage Laguna Beach Resort, 0801 S Coast Hwy, Laguna Beach, CA 92651, USA

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Event Date Sun Sep 19 MDT - Tue Sep 21 MDT (about 1 month ago)
In your timezone (EDT): Sun Sep 19 10:00am - Tue Sep 21 7:00pm
Location Montage Laguna Beach Resort
0801 S Coast Hwy, Laguna Beach, CA 92651, USA
Region Americas

Our world has fundamentally changed due to the coronavirus pandemic, disrupting the great American way of life. The effects of this virus have left most of us wondering how the economy will bounce back after a new administration and a national vaccine rollout, what the rebuilding efforts will be and when we can return to normal.

This uncertainty has no doubt rippled through the family office world—everything from remote working to technology usage to reevaluating portfolios to reflect this volatility. But amidst great volatility remains great opportunity, and family offices are seeking out the best ideas. Specific opportunities in the distressed real estate sector, private jets and luxury travel are of increased interest to families. A greater discussion on where value remains is also taking place as investors evaluate alternatives, commodities and real estate.

The all but forgotten concept of the virtual family office is back on the table now as families were forced into remote working and liaising with teammates virtually. While some had seamless experiences, others had to act quickly and decisively to put new procedures in place. So now that family offices are set up virtually, the question remains: will we ever go back to the way things were?

To that end, employing a variety of socially-distanced formats (expert presentations, small working groups, family-only sessions, and workshops), this program will endeavor to address a range of those important issues facing family members and executives.
In this challenging time, the 18th Annual Institutional Investor Family Office Wealth Conference strives to foster a family to family dialogue and provide a physically safe space for thoughtful, intellectual discussions to help us get through this together. Within this socially distant setting, we will provide content through a variety of formats including breakout discussions, workshops and think tanks, utilizing all of the beautiful outdoor space.


2021 Speakers


Bei Saville
Chief Investment Officer, Fingerboard Family Office

Markus Kalina
Managing Director, Atalo Capital

Colby Hanks Baer
Analyst, Eaglebine Capital

Clay Bradley
Vice President, Eno Farms, Inc.

Robert Terrell
Director of Investments, Karlin Asset Management

Michael T. Kane
President, Kestrel Investments

Richard Feldman
Managing Director, Rijo Investment Group

Clive Fleissig
President and Co-Founder, Rochester Advisors

Doug Bryant
President, Settco Management

Tommy Mayes
Executive Advisor, Sungate Capital LLC

Michelle Clements
President, Synergy Trust Partners

Fritzi Hallock
Principal, The Greenland Corporation

Doit Koppler
Managing Director & Treasurer, Third Security LLC

Robert Mischel
Chief Operating Officer, Wurwand Family Office

Sponsors & Partners

2021 Sponsors

• Lombard International
• Schroders
• Walter Scott
• Wellington Management